President of American-Expat Tax Services which assists Americans living outside the country in complying with their US tax obligations. American Expat Tax has the resources and experience with US Tax theory, Tax form completion, IRS compliance initiatives, and tax treaty interpretation.
Our Services include:
- Income tax preparation for US Expat clients resident or working outside the country.
- Non US citizens owning rental real estate in the US
- Gambling Returns Non US citizens
- Foreign Bank Account Reporting (FBAR)
- Compliance filings and consulting for clients who have a US tax obligation, but are delinquent in some or all areas
- Streamlined Program
- Offshore Voluntary Disclosure Program (OVDP)
- Quiet Disclosure
- IRS problem resolution
- Expatriation Returns and consulting for US citizens and green card holders who wish to cut their ties with the United States
H&R Block is one of the largest tax return preparers in the US, with approximately 11,000 company-owned
and franchised retail locations. It has another 1,600 locations in Canada and Australia. Serving more than
25 million tax customers each year.; I was responsible for providing key support, training, and quality assurance to both company and franchise tax professionals working in the Expat Tax program in Canada.
My primary responsibilities included:
• Planning, writing, and delivering training programs for US tax theory, tax software, and company policies and procedures;
• Providing year round support to tax preparers by researching and interpreting tax laws and regulations;
• Recommending the best tax treatment for clients while minimizing company liabilities
• Reviewing complex US tax returns for quality assurance;
• Supporting field associates in understanding and applying tax and treaty laws in broad and complex international situations;
• Drafting of IRS responses, appeals, and requests for abatement of penalty assessments;
• Reviewing and evaluating P&I claims to determine company liability;
• Evaluating existing training programs and suggestions from field personnel for revision, adoption, or modification;
• Assisting seasonal instructors to ensure they have the knowledge and support needed to deliver courseware;
• Evaluating the skills and abilities of US tax specialists to determine training paths and optimize client matching;
• Keeping the business informed of new developments an opportunities in the US tax arena;
• Communicating with the IRS and other governmental agencies to ensure the company's policies and procedures complied with all applicable US laws;
• Working closely with the Information Technology Department with assessing and researching US software issues and features;
• Assisting the Marketing and Public Relations departments in developing content for publication.
HRBFA was a full service brokerage firm engaged in providing financial planning, products and services. I was responsible for providing tax savvy financial planning services for H&R Block tax clients. I initially
worked under the Series 6, Investment Company & Variable Contracts & Series 63, Uniform Securities
Agent licenses, followed quickly by a Series 7 General Securities and a Life & Health Insurance License. I was registered to practice in several states. I built a book of approximately 200 clients for which I provided
tax smart investment advice, estate planning, retirement planning, annual portfolio reviews, and tax return
preparation. I also assisted clients with selection and purchase of life and health insurance products.
Additionally I participated in the training of other TPFAs and planned and led major meetings for my regional
group.
During my years with H&R Block I initially worked as a part time seasonal tax professional, by 2000 I
was working as a full time year round employee in several capacities.
• Financial Planner
• Income Tax Professional
• Instructor of Advanced Income Tax Courses
• Off season assistance for tax clients
| Available Specialties | Request More Quote |
|---|---|
| Business Taxes | Request Quote » |
| International Tax | Request Quote » |
| Personal Taxes | Request Quote » |
| Expatriation Tax | Request Quote » |
